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GeoWealth

HQ
Chicago
152 Total Employees
Year Founded: 2010

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GeoWealth Benefits Overview

Competitive Salary and Bonuses: We strive to attract top talent and offer competitive salaries with performance-based bonuses Frequent Team Outings: We make time to unwind and recharge with team happy hours and volunteering events Flexible PTO and Work Schedule: We value work/life balance and empower employees to manage their own time Convenient Office Location and On-site Gym: Our brand-new office is located in River North near public transit and has a free on-site gym Medical, Dental, and Vision Insurance: We offer comprehensive health, dental, and vision benefits FSA and Transit Benefits: Employees can contribute pre-tax dollars to our FSA and transit program Stocked Kitchen and Weekly Lunches: We keep a fully-stocked kitchen with snacks and drinks, plus catered lunches every week 401k With Company Match: We offer a 401(k) plan with company-match and a broad selection of investment options

Compensation + Benefits

Offers 401(K)

Offers disability insurance

Both short term and long term disability insurance offered and paid for by GeoWealth.

Offers charitable contribution matching

Provides 401(K) matching

We offer a 401(k) plan with company-match. GeoWealth matches 100% up to 3% of compensation and 50% of deferrals that are greater than 3% but less than 5% of compensation.

Offers life insurance

Life insurance paid by GeoWealth of 1x salary, up to $200,000. Supplemental life insurance offered, at the expense of the employee, at date of hire.

Offers childcare benefits

Annual allotment of paid time off for childcare.

Offers generous parental leave

Parental leave offered.

Provides an onsite Mother's Room

Provides family medical leave

GeoWealth offers job-protected leave, as well as maintained health benefits, for any employee eligible under the Family and Medical Leave Act (FMLA).

Provides fertility benefits

Included within most insurance plans offered through Illinois.

Offers company equity

Phantom equity may be given to employees at the discretion of company leadership.

Provides home-office stipend for remote employees

As appropriate.

Offers performance bonuses

Offers dental insurance

Dental plan offered through Guardian. GeoWealth pays approximately 80% of the dental insurance benefits.

Offers health insurance

Health insurance benefits offered through BCBS of Illinois. GeoWealth pays approximately 80% of the health insurance benefits.

Offers mental health benefits

We offer an Employee Assistance Program that includes mental health assistance and coaching sessions.

Offers Flexible Spending Account (FSA)

Employees can contribute pre-tax dollars to our FSA offered through Wex.

Offers vision insurance

Vision plan offered through Guardian. GeoWealth pays approximately 80% of the vision insurance benefits.

Company Culture

Provides commuter benefits

Employees can contribute pre-tax dollars to the transit program.

Provides free snacks and drinks

GeoWealth has a fully stocked kitchen, including snacks and coffee, tea and soda available.

Provides onsite office parking

Our office building on Michigan Avenue offers convenient access to paid parking lots.

Some meals provided

Employees get free lunch every Thursday, which on a monthly basis is followed by a happy hour later in the afternoon.

Has a diversity manifesto

Hiring practices promote diversity

We maintain a commitment to representation across all identities, cultures, backgrounds and viewpoints; ensuring a welcoming workplace for all.

Utilizes a flexible work schedule

GeoWealth provides employees with a flexible work schedule that includes flexible start and end times.

Utilizes a hybrid work model

Offers a remote work program

Our remote work program includes the ability to work from home on occasion as needed, with most employees working from home at least twice a week.

Utilizes an open door policy that encourages accessibility

Implements team-based strategic planning

Open office floor plan to encourage communication and collaboration

Uses an OKR operational model to clearly define goals and priorities

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Regular happy hours and more.

Offers fitness stipend

Employees can enjoy company-sponsored sporting teams for no cost.

Provides access to an onsite gym

Provides opportunities to volunteer in the local community

Our GeoWealth Gives program allows employees to give back to the community in different ways, whether it's gathering goods for donation, working to support local organizations, or fundraising.

Offers company-sponsored happy hours

Monthly happy hours hosted either at the office or offsite.

Provides recreational clubs

Employees participate in sports leagues together.

Offers generous PTO

Our unlimited vacation policy ensures that PTO is generous.

Provides paid sick days

Generous PTO for vacation and sick days.

Offers a flexible time off policy

Provides paid holidays

Utilizes an Unlimited PTO policy

Provides bereavement leave

Career Growth + Development

Provides continuing education stipend

With required approval.

Provides paid industry certifications

GeoWealth covers the costs of industry certifications required for job duties, such as FINRA Series designations.

Job training & conferences

Hosts Lunch and Learns

GeoWealth runs Power-Up sessions where employees gather on-site during business hours to learn about industry trends, personal finance, and other job-related topics.

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